Trump Tariffs, H-1B visa fee hike, India-US trade deal: Impact on sectors, stocks, and market strategy
Indian IT services companies derive the majority of their revenues from the US market, making them the most exposed to these changes. Birlasoft (86.3% of revenues from the US), Mphasis (83.5%), Persistent Systems (79.8%), and LTIMindtree (74.4%) have the highest dependence on the US.